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Energy Efficiency

Efficiency is the cheapest energy there is — insulation, better motors, heat pumps, controls, and lighting that cut consumption instead of adding supply. Building codes and utility rebates create much of the demand.

31 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1601
Accredited Investors
Accredited Investors
Minnesota
$340K $0 1 0.09% Maintained
1602
SCM
Stellar Capital Management
Arizona
$338K $0 1 0.37% Maintained
1603
Krilogy Financial
Krilogy Financial
Missouri
$337K +$85.3K 3 0.14% Increased
1604
CSA
Cottage Street Advisors
Massachusetts
$336K $0 1 0.29% Maintained
1605
Destination Wealth Management
Destination Wealth Management
California
$335K $0 1 0.03% Maintained
1606
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$331K +$292K 2 0.2% New
1607
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$329K +$307K 1 0.27% New
1608
NHFG
New Harbor Financial Group
Massachusetts
$327K +$290K 2 0.43% Increased
1609
LRPA
L. Roy Papp & Associates
Arizona
$326K +$303K 1 0.08% New
1610
FPCP
Fort Point Capital Partners
California
$325K -$26.3K 1 0.17% Reduced
1611
BL
BCWM LLC
Kansas
$324K +$62.7K 1 0.18% Increased
1612
CIS
Connors Investor Services
Pennsylvania
$322K +$147K 2 0.06% Increased
1613
CBA
Coastal Bridge Advisors
Connecticut
$321K +$375 1 0.22% Increased
1614
PP
Pegasus Partners
Wisconsin
$320K +$55.1K 1 0.17% Increased
1615
CW
Cabot-Wellington
Massachusetts
$318K $0 1 0.23% Maintained
1616
CS
Comerica Securities
Michigan
$317K -$766K 1 0.07% Reduced
1617
GCA
Gideon Capital Advisors
New York
$314K -$1.52M 1 0.39% Reduced
1618
PL
Parthenon LLC
Kentucky
$312K $0 1 0.08% Maintained
1619
Allworth Financial
Allworth Financial
California
$311K +$4.54K 6 0.04% Increased
1620
CPA
Cowen Prime Advisors
New York
$310K $0 1 0.14% Maintained
1621
EVM
Evelyn V. Moreno
$310K $0 1 0.12% Maintained
1622
SCA
Snowden Capital Advisors
New York
$310K +$288K 1 0.11% New
1623
Tiedemann Advisors
Tiedemann Advisors
New York
$308K $0 1 0.24% Maintained
1624
Donaldson Capital Management
Donaldson Capital Management
Indiana
$306K -$360K 1 0.04% Reduced
1625
SC
SRB Corp
Massachusetts
$306K +$132K 2 0.05% Increased